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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
726
Vetamer Capital Management
California
$1.59M -$1.5M -21,543 -49%
BIM
727
Bridges Investment Management
Nebraska
$1.58M -$53.5K -770 -3%
BCM
728
Birmingham Capital Management
Alabama
$1.57M – – –
PG
729
Pendal Group
Australia
$1.57M -$634K -9,133 -29%
LBA
730
Letko, Brosseau & Associates
Quebec, Canada
$1.57M – – –
SIA
731
Schechter Investment Advisors
Michigan
$1.55M +$481K +6,926 +47%
BFG
732
Beacon Financial Group
Texas
$1.55M +$10.9K +157 +0.7%
RWM
733
Ritholtz Wealth Management
New York
$1.54M +$1.05M +15,082 +235%
LCM
734
Linker Capital Management
Kentucky
$1.54M – – –
TF
735
TIAA FSB
Florida
$1.53M -$65.4K -942 -4%
TNB
736
Thomasville National Bank
Georgia
$1.53M -$19.2K -277 -1%
HPC
737
HM Payson & Co
Maine
$1.53M +$764 +11 +0.1%
SC
738
Sonen Capital
California
$1.53M -$156K -2,251 -10%
LCM
739
Leisure Capital Management
California
$1.52M +$34.2K +493 +2%
GJIC
740
Gamble Jones Investment Counsel
California
$1.52M -$42K -605 -3%
FTDI
741
First Trust Direct Indexing
Massachusetts
$1.52M -$13.5K -194 -0.9%
CIA
742
Cascade Investment Advisors
Oregon
$1.52M +$484K +6,970 +58%
CG
743
Caprock Group
Idaho
$1.51M +$18.9K +272 +1%
MA
744
MYDA Advisors
New York
$1.51M +$1.46M +21,000 New
WA
745
Wealth Alliance
New York
$1.5M +$14.2K +204 +1%
CSIC
746
Clifford Swan Investment Counsel
California
$1.49M -$694 -10 -0%
S
747
SignatureFD
Georgia
$1.48M +$212K +3,053 +17%
RWA
748
Roberts Wealth Advisors
California
$1.48M -$2.42M -34,878 -64%
EIP
749
Epoch Investment Partners
New York
$1.48M -$51.4K -740 -3%
AWP
750
Accretive Wealth Partners
New Jersey
$1.48M -$14.5K -209 -1%
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